The Sr. Director of Product Strategy for Wealth and Annuities at D&D Insurance Agency Inc. is a senior leadership role responsible for defining the product vision and strategy for Wealth Management and Annuities. The position requires extensive experience in product management within the financial services sector, focusing on collaboration with various stakeholders to drive product initiatives and market alignment
Job Summary
This senior strategic leader owns the product vision and market strategy for Wealth Management and Annuities lines of business within Integrity SSC.
The role requires deep collaboration with GPMs, Sales Presidents, and technology teams to align product roadmaps with business goals like AUM growth and advisor acquisition.
Integrity is a leading independent distributor offering a family-like environment with opportunities in a hyper-growth company focused on protecting life, health, and wealth.
Matching Summary
Match Score: 85
The Sr. Director of Product Strategy for Wealth and Annuities at D&D Insurance Agency Inc. is a senior leadership role responsible for defining the product vision and strategy for Wealth Management and Annuities. The position requires extensive experience in product management within the financial services sector, focusing on collaboration with various stakeholders to drive product initiatives and market alignment.
Skills & Requirements
Must-have
Wealth Management product strategy
Annuities line of business expertise
Custodian and platform technology partnerships
SEC and FINRA regulatory knowledge
Cross-functional roadmap influence
Investment products domain expertise
Nice-to-have
Insurtech and Fintech industry awareness
Advisor platform competitive analysis
Open finance API standards familiarity
Fiduciary standard evolution understanding
Executive stakeholder presentation skills
Key Requirements
8-12+ years experience in product management or financial services